Principal Personal Tax saver Fund - (G)

  • 5 years return (%) 12.43%
  • AUM (₹) ₹332.96 Cr
  • NAV (₹) 303.13
  • Rating NA

Performance

1Y 3Y 5Y Max
Fund Return 58.93% 14.34% 12.43% 265.17%
Category Average 58.76% 17.00% 16.21% 21.19%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
58.93%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Principal Personal Tax saver Fund - (G) 2.55 332.9644 +14%
Mahindra Manulife ELSS Kar Bachat Yojana(G) 2.42 409.0934 +16%
LIC MF Tax Plan - (G) 2.57 401.2381 +15%
Quant Tax Plan-(G) 2.25 368.4408 +31%
PGIM India Long Term Equity Fund (G) 2.49 358.4028 +17%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • ICICI Bank

    Automobile Sector
    Equity Instrument
    8.3% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    6.9% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.8% % Assets
  • Polycab India

    Automobile Sector
    Equity Instrument
    3.7% % Assets
  • Reliance Inds PP

    Automobile Sector
    Equity Instrument
    3.4% % Assets

AMC Details

Principal Mutual Fund

  • 8037.638 Cr

    AUM

Contact Details

Unit no. 002, Ground Floor, B (West)
Wing,Satellite Gazebo, Andheri
Ghatkopar Link Road, Mumbai-400093.

67720555 | 67720512
customer@principalindia.com